Lululemon (LULU): FY27 Q1 earnings call, Jun 4, 2026
On its Jun 4, 2026 earnings call (FY27 Q1), Lululemon said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
12 words · 4 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Tariff | Yes | 8 | 8 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 2 | ✓ | 78%transcripts from the transcript model | – |
| Ambassador | Yes | 1 | 1 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 1 | 1 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – |
| ShowZero | No | 0 | 0 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Unrestricted Power | No | 0 | 0 | ✓ | 55%n=1+tx from settlement history blended with transcripts | – |
| Membership | No | 0 | 0 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| PowerLu | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Chip / Wilson | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Holiday | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Amex | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
1 match for “Ambassador”; 1 quoted, at least 25 words apart.
…the Great Wall of China, where more than 2,000 guests and 70 ambassadors practiced yoga at the flagship event that launched a series of global…
Where the listed words were said
…last year and was driven primarily by the following. A 330 basis point decline in overall product margin, driven predominantly by tariff impact and markdowns.
…direction. As we closed Q1 and entered Q2, we faced a few headwinds and a moderating sales trend. Based on our early analysis, there are…
…price and terms optimization, volume consolidation and rationalization, and implementing new technology, including AI-powered systems and automation to drive efficiencies across the enterprise.
Agents: this page as TSV at /api/v1/appearances/lululemon:2026-06-04:earnings_call · words: /api/v1/brief?appearance=lululemon:2026-06-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP